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UBS’s Belden BDC Stock Holding History

UBS’s Portfolio BDC Stock Details BDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$159K Buy
2,476
+1,545
+166% +$112K ﹤0.01% 5438
2014
Q2 		$73K Sell
931
-930
-50% -$68.2K ﹤0.01% 6345
2014
Q1 		$130K Buy
1,861
+165
+10% +$11.5K ﹤0.01% 5681
2013
Q4 		$119K Buy
1,696
+94
+6% +$6.36K ﹤0.01% 5864
2013
Q3 		$102K Sell
1,602
-4,463
-74% -$262K ﹤0.01% 5993
2013
Q2 		$303K Buy
+6,065
New +$308K ﹤0.01% 4634

Other funds holding BDC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS's BDC Position: Q3 2014 in Review

UBS increased its Belden (BDC) stake by 166% in Q3 2014, buying an estimated $112K and bringing the position to 2,476 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #5438.

UBS first reported a position in BDC in Q2 2013 and has held it in 6 quarters since. The position peaked at $303K in Q2 2013. 212 funds tracked by Wall St. Rank hold BDC as of Q3 2014.

  • UBS held 2,476 shares of Belden worth $159K as of Q3 2014.
  • UBS bought 1,545 Belden shares in Q3 2014, an estimated $112K.
  • Belden made up ﹤0.01% of UBS's portfolio in Q3 2014, its #5438 holding.
  • UBS first reported a position in Belden in Q2 2013 and has held it in 6 quarters since.
  • UBS's Belden position peaked at $303K in Q2 2013.
  • 212 funds tracked by Wall St. Rank held Belden as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.